A simple and smart way to give is to name Shepherd the owner
and beneficiary of a life insurance policy or retirement account.
Life Insurance Policies
Making a gift of a life insurance policy is an affordable way to give
because you can select premium payments that fit your income.
Through this type of gift, younger people can make small premium
payments that ultimately add up to a significant donation. Tax
Tax deductions for gifts that fund premium payments
An immediate tax deduction when you give an existing policy;
this also removes the policy from your taxable estate
Reduced estate tax liability when you name Shepherd the owner
and beneficiary of an existing policy
Making planned gifts from IRAs, qualified employee benefit plans,
tax-sheltered annuities, and other retirement accounts is an excellent
way to fund a charitable donation. These assets can be significantly
depleted by estate and income taxes when passed to your heirs, but
they can be left to Shepherd tax-free. It is also simpler to make a gift
through a retirement plan than through a will.
To make a planned gift, please contact us at 304-876-5378. We will be happy to
work with you and your financial advisor to create a plan that's right for you.